$DVA, $FMS, $IWR, $IWS - $DVA short position reaffirmed after the earnings call with a $49-$54 target called in Jan when shares traded at $79. https://seekingalpha.com/a/2gq87 A whopping $0.10 miss after taking into account $24 million of one off accretive items in Medicare bad debt recoveries and another $17 million of shared savings from the prior period. On top of that, they are slashing California new clinics expansion due to the proposed a ballot initiative to limit outpatient kidney dialysis clinics supported by the Services Employees International Union - United Healthcare (UNH) Workers, which will likely appear on the ballot on November 6, 2018.